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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,647 | $99,875+41.8% | $146,866-3.6% | $86,983+62.8% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 16.03% | 28.10%-12.1pp | 102.85%-86.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $5,812 | $3,224+80.3% | $4,425+31.4% | $2,584+124.9% |
| Participant deferral / active EE | $3,943 | $6,322-37.6% | $7,759-49.2% | $4,194-6.0% |
| Admin fee / account holder | $41,295 | $7,838+426.9% | $13,620+203.2% | $7,856+425.7% |